04/06/2026 09:11

Telstra Group Ltd (TLS) $5.12

Telstra needs no introductions, and has probably frustrated most subscribers at one stage or another over recent years. We covered Telstra's most recent report, its H1 FY26 half-year result, in February here.

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14/04/2026 09:41

Telstra Group Ltd (ASX:TLS) $5.44

Telstra delivered a solid result in February Here which has helped push the stock towards its 10-year high although it benefitted in March from a “Defensive” bid as the Iran war saw traders and investors adopt a “risk off” approach to the market. The stock’s ~4% fully franked dividend is not as exciting as it has been in previous years, especially with the RBA in the middle of a hiking cycle.

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19/02/2026 17:16

Telstra (TLS) $5.14

Telstra (TLS) +3.63%: a solid, defensive-style beat - cash flow improved, the dividend lifted, and guidance was tightened — with mobile again doing the heavy lifting. 

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05/08/2025 09:22

Telstra Group Ltd (TLS) $4.96

Telstra (TLS) offers a blend of modest earnings growth, solid yield, and capital returns via buybacks, though valuation is starting to look less compelling near $5. After years of stagnation despite rising earnings, the market is now rewarding TLS with a higher multiple, reflecting renewed optimism.

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18/06/2025 09:39

Active Income Portfolio – Amendments

We are making two changes to the Income Portfolio.

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18/06/2025 09:23

Telstra Group (TLS) $4.88

We’ve written about TLS several times in recent weeks as the stock has rallied, concluding that we like the direction of the telco over the coming years, believing that it affords a solid combination of modest earnings growth, a reasonable yield, supported by ongoing share buy-backs.

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05/06/2025 09:48

Telstra Group Ltd (TLS) $4.86

Telstra is often considered the quasi perfect defensive play on the ASX but we believe its got far more going for it in the coming years. The Telco giant is forecast to yield 4.0% fully franked over the coming 12 months, with its next dividend due in August.

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16/04/2025 09:44

Telstra Group Ltd (TLS) $4.43

This month, TLS hit our initial $4.40 target area, raising questions about whether it was time to sell. The Telco giant is forecast to yield 4.40% fully franked over the coming 12 months, with its next dividend due in August.

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20/02/2025 17:25

Telstra (TLS) $4.14

TLS +5.61%: Posted a good result meeting estimates on most metrics, with the market mostly excited about capital management – an increased interim dividend and a $750m on-market buyback. 

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24/01/2025 09:24

Telstra Group Ltd (TLS) $3.97

TLS has drifted lower over the last fortnight, with some analysts concerned that its postpaid mobile revenue may disappoint, the potential catalyst. The company releases its half-year result late next month (20th Feb), which may lead to ongoing softness in the stock after its strong move over the last 6 months.

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